Once your organisation has started using evaluation templates to perform evaluations, you can start to review the progress, results, and any impact to vendor performance scores.
Viewing assigned and/or completed evaluations is possible through a number of interactions in Felix:
The Manage Evaluations button becomes available once the first quote is received for an RFQ. By selecting the View (#) Evaluations option, you can access a list of assigned evaluations for RFQ items. The displayed number represents the count of RFQ item evaluations assigned within the RFQ. This list is interconnected with the prefiltered Evaluation Assignments list specific to the RFQ.
All evaluations assigned to evaluation assignees, regardless of their status (Not Started, In Progress or Submitted), can be found in Tools > Evaluation Assignments.
Access to all evaluations for your organisation requires a security group permission. Reach out to your Felix contact in your organisation to request this. If you do not have this highest level of access, you will only see evaluations assigned to you or where you are the Assignment Chair, you created an evaluation assignment or you are the RFQ Owner for the RFQ evaluations.
To search for specific evaluation assignments in the list, you can utilise filters. Use the Show Filters button to access filters and refine your results. The RFQ filter allows you to filter the evaluation for a particular RFQ.
Evaluations assigned to you or where you are the Assignment Chair, are accessible from your My Tasks.
In either one of these locations, to view completed evaluations:
The Analysis options are only applicable to evaluations that are in Submitted status.
Analysis options for submitted evaluations include View Single, View All, and View Comparison functionalities.
Clicking on vendor performance scores in these locations will offer summary level results from performed evaluations, as well as a View All option to open the All Evaluations view for the template of interest.
Use this option to enter an evaluation template view for a vendor and explore the Single Evaluation and Compare Vendors views.
Whether you arrived via the View Single, View All or View Comparison route, an evaluation view allows you to toggle between views. An overview of these options is outlined below.
The page title will provide the subject of the evaluation (Vendor, RFQ or Engagement), as well as the template name that was used.
In each view you will find hyperlinks to relevant connections in Felix - the vendor profile, RFQ or engagement. These will open in new browser tabs for your reference.
To know how evaluation scoring works or what Unscored or No Response means, refer to this article for details.
View Single (Single Evaluation)
This view displays a single evaluation performed by a single evaluation assignee for the vendor, RFQ or engagement context.
You can view the single assignee's name, questions, responses, and scores for each criterion.
View All (All Evaluations)
This view displays all the evaluations performed by all evaluation assignees for the vendor, RFQ or engagement context.
You can view all the assignees' names, questions, responses, and scores they provided for each criterion.
A Summary section is also included at the top of the page, featuring the evaluations total score, number of assignees who performed the evaluation, and their scores for each criterion.
The Summary table is designed to show a historical view of performance for this template. A common use for this view is to see vendor performance over time, for example, when vendor evaluations are performed routinely.
View Comparison (Compare Vendors)
This view is only relevant for evaluations on RFQ responses.
Designed to provide an easy drill down report into areas of strength and weakness, this view displays the comparison between vendors by their evaluation total score, criteria scores, and question scores.
In the expanded mode, you can view the assignees' names, questions, responses, and scores they provided for each criterion. Presence of a message bubble and/or paper clip icon indicate that the question response contains additional context like comments and attachments.